BAY RIVERS GROUP

PrivateCIK: 1798924
Location

WILLIAMSBURG, VA

125
Positions
$293.01M
Total AUM (reported)
2.02M
Total Shares

Allocation by class

TOTAL AUM$293.01M125 positions
COM$136.30M46.5%
COM NEW$11.67M4.0%
ISHA FLEX IN ETF$11.56M3.9%
MSCI USA MIN ETF$10.37M3.5%
CL A$10.06M3.4%
CAP STK CL A$9.31M3.2%
SEMICONDUCTR ETF$8.65M3.0%

Portfolio Concentration

Top 318.1%4–1024.6%11–2529.7%Rest27.5%TOP 1042.8%0%100%
Top 3$53.07M18.1%
4–10$72.19M24.6%
11–25$87.10M29.7%
Rest$80.64M27.5%

Top 3 weight

18.1%

Top 10 weight

42.8%

Voting Authority Distribution

Total shares with voting rights: 2.02M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.02M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:

APPLE INC

SOLE
COM
Shares64.45K
TypeSH
Market value$18.65M
6.36%
Sole
0.00
Shared
0.00
None
64.45K

NVIDIA CORPORATION

SOLE
COM
Shares86.37K
TypeSH
Market value$17.28M
5.90%
Sole
0.00
Shared
0.00
None
86.37K

BROADCOM INC

SOLE
COM
Shares45.38K
TypeSH
Market value$17.14M
5.85%
Sole
0.00
Shared
0.00
None
45.38K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares23.76K
TypeSH
Market value$13.80M
4.71%
Sole
0.00
Shared
0.00
None
23.76K

BLACKROCK ETF TRUST II

SOLE
ISHA FLEX IN ETF
Shares220.79K
TypeSH
Market value$11.56M
3.94%
Sole
0.00
Shared
0.00
None
220.79K

ISHARES TR

SOLE
MSCI USA MIN ETF
Shares107.47K
TypeSH
Market value$10.37M
3.54%
Sole
0.00
Shared
0.00
None
107.47K

LAM RESEARCH CORP

SOLE
COM NEW
Shares22.98K
TypeSH
Market value$9.96M
3.40%
Sole
0.00
Shared
0.00
None
22.98K

ALPHABET INC

SOLE
CAP STK CL A
Shares26.06K
TypeSH
Market value$9.31M
3.18%
Sole
0.00
Shared
0.00
None
26.06K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares13.18K
TypeSH
Market value$8.65M
2.95%
Sole
0.00
Shared
0.00
None
13.18K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares11.61K
TypeSH
Market value$8.55M
2.92%
Sole
0.00
Shared
0.00
None
11.61K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares9.95K
TypeSH
Market value$7.43M
2.53%
Sole
0.00
Shared
0.00
None
9.95K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares31.06K
TypeSH
Market value$7.35M
2.51%
Sole
0.00
Shared
0.00
None
31.06K

STATE STR SPDR DOW JONES IND

SOLE
UT SER 1
Shares12.30K
TypeSH
Market value$6.43M
2.19%
Sole
0.00
Shared
0.00
None
12.30K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares70.63K
TypeSH
Market value$6.08M
2.08%
Sole
0.00
Shared
0.00
None
70.63K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares24.05K
TypeSH
Market value$5.84M
1.99%
Sole
0.00
Shared
0.00
None
24.05K

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares8.29K
TypeSH
Market value$5.83M
1.99%
Sole
0.00
Shared
0.00
None
8.29K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares6.17K
TypeSH
Market value$5.77M
1.97%
Sole
0.00
Shared
0.00
None
6.17K

AMAZON COM INC

SOLE
COM
Shares24.08K
TypeSH
Market value$5.74M
1.96%
Sole
0.00
Shared
0.00
None
24.08K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares77.88K
TypeSH
Market value$5.72M
1.95%
Sole
0.00
Shared
0.00
None
77.88K

META PLATFORMS INC

SOLE
CL A
Shares10.10K
TypeSH
Market value$5.69M
1.94%
Sole
0.00
Shared
0.00
None
10.10K

MICROSOFT CORP

SOLE
COM
Shares15K
TypeSH
Market value$5.60M
1.91%
Sole
0.00
Shared
0.00
None
15K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares67.11K
TypeSH
Market value$5.55M
1.89%
Sole
0.00
Shared
0.00
None
67.11K

CELESTICA INC

SOLE
COM
Shares14.92K
TypeSH
Market value$5.44M
1.86%
Sole
0.00
Shared
0.00
None
14.92K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares27.43K
TypeSH
Market value$4.35M
1.49%
Sole
0.00
Shared
0.00
None
27.43K

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares5.10K
TypeSH
Market value$4.28M
1.46%
Sole
0.00
Shared
0.00
None
5.10K
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